UK Institutional Multi-Asset Global Balanced

Strategy highlights

  • Newton’s longest-running strategy, managed since our formation in 1978
  • Invests in attractively valued stocks, with a sustained allocation to bonds and cash
  • Security selection driven by bottom-up proprietary research which is underpinned by our multidimensional approach
Learn more about our multidimensional investment philosophy

Strategy profile

Objective

The strategy seeks to outperform the custom blended benchmark by 1-2% per annum over rolling 5-year periods by investing in a global portfolio of equities, fixed-income and alternative securities.1

Performance benchmark

37.5% FTSE All-Share index, 37.5% FTSE World (ex-UK) index, 20% FTSE Actuaries UK Conventional Gilts All Stocks index and 5% SONIA (7-day compounded)2

Typical number of security holdings

60 to 110

Strategy inception

22 September 1998 (BNY Mellon Global Balanced Fund).
Newton has managed UK Institutional Balanced strategies since its formation in 1978.

Strategy available through pooled UK vehicle

BNY Mellon Multi-Asset Global Balanced Fund

View fund performance
View Key Investor Information Document
View prospectus

1 The target stated is for indicative purposes only and may be changed without notice. Targeted return is generally aspirational in nature, is not based on criteria and assumptions, and is not a guarantee of future returns.

2 The 37.5% FTSE All-Share index, 37.5% FTSE World (ex-UK) index, 20% FTSE Actuaries UK Conventional Gilts All Stocks index and 5% SONIA (7-day compounded) is used as a comparator for this strategy. The strategy does not aim to replicate either the composition or the performance of the performance benchmark.
UK Inst Multi-Asset Global Balanced strategy factsheet

Strategy factsheet

Performance and commentary for the last quarter.

Download Factsheet

Investment team

The strategy is managed by an experienced team with a wide range of backgrounds. In-house research analysts are at the core of our investment process, and our multidimensional research capabilities help to promote better-informed investment decisions.

Want to find out more?

Contact us
Simon Nichols
Simon Nichols

Portfolio manager, Global Opportunities team

Bhavin Shah
Bhavin Shah

Portfolio manager, Mixed Assets Investment team

Paul Flood
Paul Flood

Head of Mixed Assets Investment

Hilary Meades
Hilary Meades

Head of Charities Investment

Janice Kim
Janice Kim

Associate Portfolio manager, Mixed Assets team

Mathieu Poitrat Rachmaninoff
Mathieu Poitrat Rachmaninoff

Portfolio manager, Mixed Assets and Charities team

Michael Spinks
Michael Spinks

Portfolio manager, Mixed Assets and Charities team

Your capital may be at risk. The value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested.

Key investment risks

  • Objective/performance risk: The performance aim is not a guarantee, may not be achieved and a capital loss may occur. Strategies which have a higher performance aim generally take more risk to achieve this and so have a greater potential for returns to vary significantly.
  • Currency risk: This strategy invests in international markets which means it is exposed to changes in currency rates which could affect the value of the strategy.
  • Derivatives risk: Derivatives are highly sensitive to changes in the value of the asset from which their value is derived. A small movement in the value of the underlying asset can cause a large movement in the value of the derivative. This can increase the sizes of losses and gains, causing the value of your investment to fluctuate. When using derivatives, the strategy can lose significantly more than the amount it has invested in derivatives.
  • Changes in interest rates & inflation risk: Investments in bonds/money market securities are affected by interest rates and inflation trends which may negatively affect the value of the strategy.
  • Credit ratings and unrated securities risk: Bonds with a low credit rating or unrated bonds have a greater risk of default. These investments may negatively affect the value of the strategy.
  • Credit risk: The issuer of a security held by the strategy may not pay income or repay capital to the strategy when due.
  • Emerging markets risk: Emerging Markets have additional risks due to less-developed market practices.
  • Shanghai-Hong Kong Stock Connect and/or the Shenzhen-Hong Kong Stock Connect (‘Stock Connect’) risk: The strategy may invest in China A shares through Stock Connect programmes. These may be subject to regulatory changes and quota limitations. An operational constraint such as a suspension in trading could negatively affect the strategy’s ability to achieve its investment objective.
  • China Interbank Bond Market and Bond Connect risk: The strategy may invest in China interbank bond market through connection between the related Mainland and Hong Kong financial infrastructure institutions. These may be subject to regulatory changes, settlement risk and quota limitations. An operational constraint such as a suspension in trading could negatively affect the strategy’s ability to achieve its investment objective.
  • CoCos risk: Contingent convertible securities (CoCos) convert from debt to equity when the issuer’s capital drops below a pre-defined level. This may result in the security converting into equities at a discounted share price, the value of the security being written down, temporarily or permanently, and/or coupon payments ceasing or being deferred.
  • Counterparty risk: The insolvency of any institutions providing services such as custody of assets or acting as a counterparty to derivatives or other contractual arrangements, may expose the strategy to financial loss.

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